Combined Document Templates release notes for upgrades from Vancouver to Xanadu

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Document Templates release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Vancouver to Xanadu.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Document Templates to Xanadu

Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

New features

Between your current release family and Xanadu, new features were introduced for Document Templates.


Release	Release notes
Vancouver	Cancel the document tasks Cancel a document task automatically by canceling its parent HR case. This capability is available only for the HR cases that you associate with the HTML document templates. If you don’t want the document tasks to be canceled, deactivate the business rules that are associated with this capability. Support the dynamic content Render the values of the variables, scripts, and blocks in edit mode in the Preview Document modal on an HR case. You can view the content of the variables, scripts, or blocks instead of only viewing the variable and block names. This feature is available only when you use a template from the Document Templates application. Specify the validity of a template Indicate the validity of a PDF document template by using the Start date and End date fields on a document template form. For a given date, you can display only the valid document templates of a document category that your user can select on an HR case. Support external signing Extend the external signing support for PDF document templates by using the Signing type field on a PDF document template form. In earlier releases before the Vancouver release, this capability was available only for HTML document templates. Define the signing participants Use the Participant name and Participant email fields to define a participant who is an external signer.
Washington DC	Template date format Choose the format in which you want the date to appear when an agent previews the document, generates the attachment, or initiates document tasks for participants. Template language Specify the language in which you want dynamic tokens to be translated when an agent previews the document, generates the attachment, or initiates document tasks for participants. Document template scripts Translate dynamic tokens in HTML templates into the intended language using a script. Document Template integration with Digital Signatures using Smart Cards application Use digital signatures to make the document signing experience seamless and eliminating manual intervention by using your Personal Identity Verification (PIV) or Common Access Card (CAC) card.
Xanadu	Signing date in PDF Record the date automatically when a participant signs a document. When the Use signing date option is selected, the date appears on the PDF document within the field that you specify in the Field name field on the PDF template mapping record. This capability is available for the ServiceNow signing type only.

Changes

Between your current release family and Xanadu, some changes were made to existing Document Templates features.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Removed

Between your current release family and Xanadu, some Document Templates features or functionality were removed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Deprecations

Between your current release family and Xanadu, some Document Templates features or functionality were deprecated.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Activation information

Review information on how to activate Document Templates.


Release	Release notes
Vancouver	Install Document Templates by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Washington DC	Install Document Templates by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Xanadu	Install Document Templates by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

If any additional requirements were introduced or changed for Document Templates we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Document Templates we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Accessibility information

Review details on accessibility information for Document Templates, such as specific requirements or compliance levels.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Localization information

If there are specific localization considerations for Document Templates we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

If there are specific highlight considerations for Document Templates we have noted them here.


Release	Release notes
Vancouver	Render the values of the variables, scripts, and blocks in edit mode in the Preview Document modal on an HR case. Cancel an HR case and then you automatically cancel the document tasks that are associated with it. See Document Templates for more information.
Washington DC	Set a language for your template into which you want the dynamic tokens to be translated. Set the date format in which you want dates to appear in the generated output of your template. See Document Templates for more information.
Xanadu	Record the date when a participant signs a PDF document using the Signature date capability in the PDF document template. See Document Templates for more information.